Senior Client Support Executive

Type:

Full Time

Location:

Ram Mandir - Mumbai

Description:

Organization: A.D. Naikwealth Pvt. Ltd

Website: www.naikwealth.in

Company Profile:

Job Description:

We are looking for a senior customer support executive to join our team of mutual fund distributors. You will be responsible for resolving queries and monitoring the day-to-day activities of our clients.

Responsibilities:

• Respond to client queries via phone, email, chat, or social media in a timely and professional manner.
• Provide accurate and relevant information about mutual fund products.
• Research and resolve issues related to transactions, accounts, statements, NAVs, dividends, tax implications, etc.
• Coordinate with internal and external stakeholders, such as fund houses, registrars, banks, and regulatory bodies, to ensure smooth service delivery.
• Track and report client feedback, complaints, and suggestions to improve customer satisfaction and retention.
• Maintain and update client’s records and documentation in compliance with SEBI regulations.
• Follow up with clients to ensure their queries are resolved and their expectations are met.
• Educate and guide customers on the benefits of mutual fund investments and the features of our platform.
• Identify and escalate complex or high-priority issues to the appropriate team or manager.
• Stay updated with the latest market trends, fund performance, and regulatory changes affecting mutual fund investments.

Requirements:

• CFP Professionals or CFP all modules cleared
• Bachelor’s degree in finance, commerce, or related field.
• Excellent communication and interpersonal skills, both verbal and written.
• Proficient in MS Office, CRM software, and online platforms.
• Knowledge of mutual fund products, services, processes, and policies.
• Ability to handle multiple tasks and prioritize effectively.
• Ability to work independently and as part of a team.
• Ability to work under pressure and meet deadlines.

Salary for freshers : 4-5 Lacs with incentives (For experienced people salary will vary as per the experience)

Hiring Manager Details:

[email protected]